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Wells Fargo

2,896 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,108 increasing their positions, 993 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 401 | Existing positions closed: 111

21% more funds holding in top 10

Funds holding in top 10: 7692 (+16)

12% more capital invested

Capital invested by funds: $200B → $224B (+$23.8B)

12% more repeat investments, than reductions

Existing positions increased: 1,108 | Existing positions reduced: 993

9% more funds holding

Funds holding: 2,6562,896 (+240)

2.02% more ownership

Funds ownership: 74.61%76.63% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,896
Holders Change
+240
Holders Change %
+9.04%
% of All Funds
35.22%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.12%
New
401
Increased
1,108
Reduced
993
Closed
111
Calls
$3.85B
Puts
$5.44B
Net Calls
-$1.58B
Net Calls Change
-$788M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1326
Prosperity Consulting Group
Maryland
$1.17M +$39.1K +450 +4%
PNC
1327
Park National Corp
Ohio
$1.16M -$8.68K -100 -0.8%
SA
1328
SPWM Advisors
Michigan
$1.16M +$1.08M +12,473 New
HIM
1329
Hanlon Investment Management
New Jersey
$1.16M -$69.6K -802 -6%
7WCP
1330
71 West Capital Partners
Massachusetts
$1.16M +$1.08M +12,441 New
MIA
1331
MeadowBrook Investment Advisors
Michigan
$1.16M
AA
1332
Alta Advisers
United Kingdom
$1.16M -$417K -4,800 -28%
SAM
1333
Sompo Asset Management
Japan
$1.15M -$125K -1,440 -10%
SSC
1334
Syverson Strege & Co
Iowa
$1.15M -$40.8K -470 -4%
SYBT
1335
Stock Yards Bank & Trust
Kentucky
$1.15M +$28.7K +331 +3%
BFA
1336
Bragg Financial Advisors
North Carolina
$1.15M -$21.5K -248 -2%
FMWA
1337
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$82K -945 -7%
WWM
1338
Western Wealth Management
Colorado
$1.14M +$4.17K +48 +0.4%
VWA
1339
Visionary Wealth Advisors
Illinois
$1.13M +$535K +6,159 +103%
CAG
1340
Csenge Advisory Group
Florida
$1.13M -$69.6K -802 -6%
NWM
1341
Northwest Wealth Management
Iowa
$1.13M -$11.4K -131 -1%
HCP
1342
Hardin Capital Partners
South Carolina
$1.13M +$260 +3 +0%
SAM
1343
S.A. Mason
Michigan
$1.13M
ASC
1344
Atalanta Sosnoff Capital
New York
$1.12M +$29.3K +338 +3%
BW
1345
BIP Wealth
Georgia
$1.12M +$2.52K +29 +0.2%
MAWA
1346
Moss Adams Wealth Advisors
Washington
$1.12M +$10.2K +117 +1%
TMC
1347
Themes Management Co
Connecticut
$1.12M +$1.04M +12,012 New
PWMAG
1348
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M +$18.1K +208 +2%
OFS
1349
OneAscent Financial Services
Alabama
$1.11M +$101K +1,163 +11%
VGDSS
1350
VUB Generali dochodkova spravcovska spolocnost
$1.11M +$1.03M +11,897 New